Clients see their status. You stop chasing.
You chase clients for documents and answer "how far along are we?" all day. With a Client Portal every client gets a personal checklist and status page, uploads what you need and gets reminders automatically.
- For
- Businesses that work with client files
- Per client
- Checklist, uploads and status
- Live
- Longer than a standard system, timeline in your proposal
- Price
- A setup fee plus a monthly fee
Chasing documents is not your job.
You are waiting for a payslip, a bank statement, a signature. You email, call and email again. Meanwhile clients ask how far along things are.
The work you are good at waits, because the admin around it takes all your time.
Three steps. Done for you.
Checklist
Every client gets a personal checklist and status page.
Upload
They upload what you need. Reminders go out automatically.
Overview
You see in one overview what is complete and what is missing.
This is what it looks like.
Every conversation, booking and result then lands in your dashboard.
Example for illustration.
What we deliver, and what we need.
You get
- A personal checklist and status page per client
- Uploads in one place, not spread across your inbox
- Automatic reminders for anything missing
- One overview of what is complete and what is missing
We need
- One form with the information about your business
- One 30-minute kickoff
- Access to the systems we connect for you
- Your approval, before anything goes live
From first call to live, in weeks.
After a 30-minute intro call you get a proposal with scope, price, timeline and a written goal. You fill in one form, we have one kickoff, and then we build. We test every scenario with you: questions, edge cases and transfers.
The system only goes live after your approval. If anything goes wrong, calls go straight to you, so nothing gets lost. After that we review real conversations every month, improve the system and report on the results.
Read how we work or start with a 30-day pilot.
About Client Portal.
How long does it take?
It depends on what we build. Most systems are live within a few weeks, bigger builds like a client portal take longer. You get the exact timeline in your proposal, before you commit.
How does pricing work?
A one-time setup and a monthly fee. You choose: a fixed monthly amount, or a lower amount plus a share of the revenue we bring in. You get a clear price after a short call.
How do you handle data and privacy?
We work under a processing agreement, host in the EU wherever possible and share the list of providers we use. Conversations are only recorded with notice.
Do I need technical knowledge?
No. You fill in one form and we have one 30-minute kickoff. We build, connect, test and maintain everything.
Where it pays off the most.
Services that fit with this.
Your phone rings tonight. Who answers?
Book a 30-minute call. We show you where you're losing clients now and exactly what we would build to stop it.